Boutique · New York, United States · Founded 2021

Seaport Research Partners

seaportrp.com

Seaport Research Partners is the equity research platform of Seaport Global Securities, a privately held New York investment bank and broker-dealer. Launched in 2021, it houses senior analysts who run their own research franchises and serve a select group of institutional clients.

Activity24M

RatingsPrice targets
Oct 2024 · Ratings 0 · Price targets 0Nov 2024 · Ratings 0 · Price targets 0Dec 2024 · Ratings 0 · Price targets 0Jan 2025 · Ratings 1 · Price targets 0Feb 2025 · Ratings 1 · Price targets 0Mar 2025 · Ratings 0 · Price targets 0Apr 2025 · Ratings 0 · Price targets 0May 2025 · Ratings 0 · Price targets 0Jun 2025 · Ratings 0 · Price targets 0Jul 2025 · Ratings 0 · Price targets 0Aug 2025 · Ratings 1 · Price targets 0Sep 2025 · Ratings 0 · Price targets 0Oct 2025 · Ratings 0 · Price targets 0Nov 2025 · Ratings 0 · Price targets 0Dec 2025 · Ratings 1 · Price targets 0Jan 2026 · Ratings 0 · Price targets 0Feb 2026 · Ratings 0 · Price targets 0Mar 2026 · Ratings 0 · Price targets 0Apr 2026 · Ratings 0 · Price targets 0May 2026 · Ratings 0 · Price targets 0Jun 2026 · Ratings 0 · Price targets 0Jul 2026 · Ratings 0 · Price targets 0Aug 2026 · Ratings 0 · Price targets 0Sep 2026 · Ratings 0 · Price targets 0
Oct '24Apr '25Oct '25Apr '26Sep '26

Key figures

Stocks covered
112M
Actions
112M
Ratings / Price targets
1 / 0
Upgrades / Downgrades
0 / 1
Buy-rated
0%of 1 rated
On record
Jan 2025 – Dec 2025

Overview

As of 2026, Seaport's 27 senior analysts and strategists cover 10 sectors and about 60 industries, including consumer, energy, financial services, industrials, materials, technology and utilities, alongside macro strategy and special situations. Seaport Global's roughly 210 sales and trading professionals distribute the research to more than 4,000 institutional accounts. Analysts run their own research practices, with compensation tied to the long-term value of those businesses, while the platform manages distribution and compliance.

Seaport Global traces to The Seaport Group, co-founded in April 2001 by Michael Meagher and Stephen C. Smith and focused on distressed-debt and credit sales and trading. Its broker-dealer launched Seaport Research Partners in April 2021 with 16 analysts averaging 20 years of experience. By August 2025, when it hired strategists Jonathan Golub and Patrick Palfrey, both formerly of UBS, the platform had 27 senior analysts and strategists.

Milestones

  1. 2001

    The Seaport Group founded in New York

  2. 2021

    Seaport Research Partners launched with 16 analysts

  3. 2025

    Hires Jonathan Golub as chief equity strategist

Firm facts

Legal name
Seaport Global Securities LLC
Type
Boutique
Founded
2021
Headquarters
New York, United States
Parent
Seaport Global Holdings LLC
Co-Founder and Co-Head, Seaport Research Partners
Timothy Arthurs
Rating scale
BuyNeutralSell12–18 months

Research philosophy

The best ideas don't come from hierarchy, they come from experienced professionals empowered to think independently and act like owners.
Timothy Arthurs, co-founder and co-head

Seaport Research Partners encourages analysts to question consensus views and develop independent investment judgments. It says it gives priority to experienced analysts' judgment and the quality of their ideas over the volume of research they publish.

Rating methodology

Analysts publish Buy, Neutral and Sell ratings with a 12–18 month outlook.

BuyNeutralSell12–18 months

Coverage12M

Sectors

Stocks1

Ratings

  • Neutral100%

Listing

  • United States100%

Most covered24M

StockRatingTargetActionsLast action
AMC Networks Inc.AMCXNeutral—1Dec 15
Ferroglobe PLCGSMNeutral—1Feb 24
Liberty Energy Inc.LBRTBuy—1Jan 6
Shoe Carnival, Inc.SCVLNeutral—1Aug 26

Recent actions

DateStockRating actionRating
Dec 15, 2025AMC Networks Inc.AMCXDowngradeBuy →Neutral
Aug 26, 2025Shoe Carnival, Inc.SCVLDowngradeBuy →Neutral
Feb 24, 2025Ferroglobe PLCGSMDowngradeBuy →Neutral
Jan 6, 2025Liberty Energy Inc.LBRTUpgradeNeutral →Buy